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Invesco Russell 1000 Dynamic Multifactor ETF

269 hedge funds and large institutions have $4.07B invested in Invesco Russell 1000 Dynamic Multifactor ETF in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 71 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 34

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 266269 (+3)

3.9% less ownership

Funds ownership: 84.5%80.6% (-3.9%)

7% less capital invested

Capital invested by funds: $4.36B → $4.07B (-$286M)

44% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 127

Holders
269
Holders Change
+3
Holders Change %
+1.13%
% of All Funds
3.54%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.33%
New
41
Increased
71
Reduced
127
Closed
34
Calls
$7.78M
Puts
Net Calls
+$7.78M
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
76
Quantinno Capital Management
New York
$4.23M +$763K +14,004 +22%
GVAG
77
Great Valley Advisor Group
Delaware
$4.22M +$11K +202 +0.3%
OP
78
ORG Partners
Indiana
$3.97M +$712K +13,080 +22%
RFWA
79
RPg Family Wealth Advisory
Massachusetts
$3.86M +$125K +2,287 +3%
AWM
80
Axxcess Wealth Management
California
$3.77M +$1.74M +32,038 +85%
TWP
81
Triad Wealth Partners
Kansas
$3.48M -$9.83M -180,489 -74%
JWBC
82
John W. Brooker & Co
California
$3.47M -$728K -13,367 -17%
CAM
83
Cozad Asset Management
Illinois
$3.46M -$1.44M -26,514 -29%
MFG
84
Merit Financial Group
Georgia
$3.42M -$565K -10,378 -14%
IA
85
IFP Advisors
Florida
$3.38M -$316K -5,799 -9%
WWA
86
WCG Wealth Advisors
Nevada
$3.25M -$268K -4,922 -8%
RPCA
87
Running Point Capital Advisors
California
$3.23M -$678K -12,454 -17%
CC
88
Callan Capital
California
$3.17M
OC
89
Oppenheimer & Co
New York
$3.08M +$349K +6,415 +13%
PWS
90
Proactive Wealth Strategies
Georgia
$2.83M -$37.7K -692 -1%
PA
91
PFG Advisors
Arizona
$2.75M +$179K +3,280 +7%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$2.65M -$72.5K -1,332 -3%
OWA
93
ORBA Wealth Advisors
Illinois
$2.61M -$568K -10,427 -18%
Cerity Partners
94
Cerity Partners
New York
$2.6M -$1.31M -23,979 -33%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$2.59M +$1.88M +34,481 +260%
Citadel Advisors
96
Citadel Advisors
Florida
$2.55M -$5.88M -107,924 -70%
AWMS
97
Advocacy Wealth Management Services
Georgia
$2.54M
MIA
98
Milestone Investment Advisors
Wisconsin
$2.45M -$1.8M -33,042 -42%
SA
99
Stewardship Advisors
Pennsylvania
$2.41M -$442K -8,114 -15%
RPGK
100
Retirement Planning Group (Kansas)
Kansas
$2.37M -$96K -1,762 -4%

OMFL Hedge Fund Activity: Q4 2024 in Review

269 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) for Q4 2024, worth a combined $4.07B — down 6.6% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new OMFL positions and 34 closed out — a net gain of 7 holders — while 71 added to existing stakes and 127 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $53.7M. The largest seller was LPL Financial, cutting an estimated $63.4M.

  • 269 institutional investors held Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $4.07B of Invesco Russell 1000 Dynamic Multifactor ETF stock for Q4 2024, down 6.6% quarter-over-quarter.
  • 41 funds opened new Invesco Russell 1000 Dynamic Multifactor ETF positions in Q4 2024 and 34 closed out, a net change of +7 holders.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $53.7M added.
  • The largest Invesco Russell 1000 Dynamic Multifactor ETF seller in Q4 2024 was LPL Financial, an estimated $63.4M sold.

Based on aggregated 13F filings for Q4 2024.